G&R Blog

"A reader lives a thousand lives before he dies."~George R. R. Martin Summer is a time to relax, reflect and if you are like us, continue to do more reading. As Natural Resource Investors, our...

While we are at the midpoint of the year, we'd like to take a moment to reflect on our writings. Below you will find our top 3 most viewed blog posts of 2022 to date.We sincerely appreciate your...

The article below is an excerpt from our Q1 2022 commentary. Between 2010 and 2020 the world grew accustomed to cheap, abundant conventional energy. Global energy markets were so well supplied for so...

A sudden and unexpected event is about to take place: the global natural gas crisis, now gripping large swaths of the world, is about to engulf North America as well.Asian and European natural gas...

The article below is an excerpt from our Q4 2021 commentary. “The world has already passed ‘peak oil’ demand, according to Carbon Brief analysis of the latest energy outlook from oil major BP.” ...

Inflation is now running at 40-year highs. Natural resource stocks were top performers in 2021 and their leadership has continued into 2022.Could the 40-year bull market in bonds be coming to an end?

“Chevron Girds for Activist Challenge After Exxon’s Proxy Battle Defeat” Wall Street Journal, September 3, 2021“Exxon Debates Abandoning Some of Its Biggest Oil and Gas Projects” Wall Street Journal,...

“Europe’s Energy Crunch Sparks Panic in Asia and Dash to Buy Fuel” Bloomberg, September 16, 2021“Europe’s Energy Crisis Is Coming for the Rest of the World, Too” Bloomberg, September 27, 2021...

Over the past 18 months energy prices went from an all time record low (negative oil prices) to an all time record high ($40 per mmbtu European natural gas). The energy crisis we had predicted is now...

With gas headed toward $2/Litre, can an electric future really balance the scales? On December 8, 2021, Adam Rozencwajg was one of the featured experts at the Driving into the Future virtual auto...